Consulting and client workshops

Run the workshop. Verba writes the action plan.

Decisions, disagreements, actions with owner and due date: the client recap is ready when the session ends, in person or by video.

Coming soon to the App Store All features

3 free summaries · No subscription with your own key · On-device transcription

Verba’s calendar on iPhone, month view, with today’s meetings.

In the field, today

Facilitating and taking notes

It’s hard to run a workshop while noting who said what and what was decided.

The recap two days later

The client expects it the same evening; it often goes out two days later.

Disagreements smoothed over

Friction points vanish from the notes, then resurface at the next steering meeting.

With Verba

You facilitate, Verba keeps track of every decision.

Decisions and friction points

The summary separates key points, decisions and disagreements, so nothing gets smoothed over.

The action plan

Tasks spotted go to Apple Reminders; with an instruction, each one gets an owner and a due date.

The client recap

Email the summary to the meeting’s attendees the same day.

Video workshops

On Mac, Verba records the call’s sound (Zoom, Meet, Teams) and your microphone.

Prepare the session

From the calendar, read your prep notes and start recording the right meeting.

With Claude or Cursor on Mac

Verba’s MCP server on Mac lets Claude or Cursor read your conversations, read-only, to help prepare a deliverable.

Sample summary

What you get when you walk out.

A made-up example: names, places and figures are fictional. The real content depends on what’s said in your meeting and on your instructions.

Example

Scoping workshop, customer journey redesign, Helios Group

Monday · 2 h · At the client’s office

Attendees

Marketing, operations, customer service team, two consultants.

Key points

Complaints are mostly about response times.
Three priority journeys: sign-up, complaints, cancellation.

Decisions

The complaints journey comes first.
A steering meeting every two weeks.

Friction points

Scope: marketing wants to include the mobile app, operations doesn’t. To be decided at the next steering meeting.

Action plan

Extract last quarter’s complaints · customer service · 15 October
Propose three journey scenarios · consultants · 22 October
Prepare the scope decision · marketing · next steering meeting

Your format, in one instruction

One instruction, and every summary follows your template.

Copy this text, then paste it into Verba, in Settings › Custom Instructions.

Write client workshop notes: purpose of the session, attendees and their roles, key points by theme, decisions made, disagreements and decisions still pending, risks raised, action plan (action, owner, due date), date of the next session. End with a recap email of ten lines at most, ready to send to the client.

Privacy and legal

Announce the recording at the start of the workshop and get the attendees’ agreement. Offer to pause it for anything the client would rather keep out of the notes.

Workshop discussions are often covered by the confidentiality terms of your contract. If your client requires it, use your own API key or your firm’s OpenAI-compatible server, and turn on automatic deletion.

Review before sending: the summary is written by an AI model and can contain mistakes, especially about who said what.

Frequently asked questions

Can I record a workshop on Teams, Zoom or Meet?

Yes, with Verba on Mac, which records the Mac’s sound and your microphone. Always tell the attendees.

Does Verba produce a formatted deliverable (PDF, slides)?

No. Verba produces a text summary you can copy or share, along with the transcript and audio. On Mac, Claude or Cursor can also read your conversations through the MCP server to help you write a deliverable.

How does the client get the recap?

From Verba, email it to the attendees of the calendar meeting, or share the text with any app.

Do my recordings leave my computer?

The audio stays on your devices and in your iCloud, and transcription happens on the device by default. To write the summary, the transcript text is sent to the model you chose: Mistral, a European model, by default, through the Verba API and OpenRouter, and Verba doesn’t store it. With your own key or your firm’s server, it doesn’t go through Verba.

How much does Verba cost?

Your first three summaries are free. After that, Premium is €9.99 a month and Diamond €49.99 a month. With your own API key, Verba is free with no limit on its side: you pay the provider directly.

All questions in Support

Words fly away. Verba keeps them.

Coming soon to the App Store, for iPhone, iPad, Apple Watch and Mac.

Coming soon to the App Store